Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

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Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

Schedule An Appointment

Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

Receive Wise Advice

Hear a personal solution from a licensed professional that can be executed together.

Choose Stewardship

Allow us to genuinely put your needs first as we love you through a financial service.

Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

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Discover Why Stewardship Is Different

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Discover Why Stewardship Is Different

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Our Core Services

Mortgages

Clear and transparent guidance for big decisions

Insurance

Protection on your assets from the unexpected

Financial Planning

Partnered planning to protect your income and legacy

Investment Management

Building wealth for a prosperous financial future

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Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

Dave Ramsey Endorsed Local Provider (ELP) and SmartVestor

We will meet with you on your terms. In our comfortable office, over the phone, or in a video web meeting. The meeting and the advice are always free.

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Your Team of Advisors

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Most people have uncertainty in their finances.
At Stewardship, you have Wise Advisors who care about you.
Work with Stewardship and experience peace in your finances.

Dave Ramsey’s Seven Baby Steps: Step Four

Once you’ve completed Baby Step 3—saving three to six months of expenses for emergencies—you can dive into your next Baby Step! Your debt has been eliminated, your cash flow is positive and you have an emergency fund. You are free to save at least 15% to retirement...

Dave Ramsey’s Seven Baby Steps: Step Three

Step 3 in Dave Ramsey’s Baby Steps is to save three to six months of expenses for emergencies. This step is to be tackled after you’ve completed Baby Steps 1 and 2: Save $1000 for emergencies Pay off non-mortgage debt using the Debt Snowball By this time, you’ve...

Dave Ramsey’s Seven Baby Steps: Step Two

Dave Ramsey’s seven baby steps are a foolproof way to stop bad habits, start budgeting, get out of debt, and build wealth. As mentioned in a here, the first baby step is to save $1000 to prevent you from going into debt. The second baby step is to start aggressively...

Dave Ramsey’s Seven Baby Steps: Step One

Dave Ramsey is a nationally syndicated radio host, New York Times best-selling author, and financial guru. Part of what has made him so famous is his “7 Baby Steps.” These are actions he suggests to take to experience financial peace. Millions of people have followed...

3 Basic Coverages Anyone Should Have

When it comes to insurance, there are countless different policies. Which ones are the most important? Although the answer depends on your personal situation, there are three basic insurance coverages we think everyone should have. 1. Contents Simply put, this is...

Here are a few things Stewardship can help you with:

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